Are 401(k)s the ultimate retirement plan?

David McBee, Managing Partner at Wealth Partners Alliance, was featured in InvestmentNews’ article, “Are 401(k)s the ultimate retirement plan?”

In the article, David underscored the importance of transparency and fiduciary responsibility in client interactions. He emphasizes the need for comprehensive education on various financial products and their implications, empowering clients to make informed decisions aligned with their long-term goals.

David highlighted the shifting landscape of retirement planning, where traditional approaches may no longer suffice in the face of evolving financial products and market dynamics. He advocates for a holistic approach to retirement preparedness, encompassing factors beyond investment management to ensure clients’ financial security throughout their retirement years.

Read the full article here.

Share

More Posts

InvestmentNews: Concurrent invests in tomorrow with leadership hires

April 24, 2024 Leo Almazora of InvestmentNews reported that Concurrent has recently enhanced our leadership team by adding four seasoned professionals, aiming to bolster its

Concurrent Hires CFO from Creative Planning in Addition to Three More Executives

April 24, 2024 As reported in CityWire by Andrew Foerch, Concurrent Investment Advisors has recently expanded our executive team, appointing Bo Ellison as the new

WealthManagement.com: Concurrent Shifts Into ‘Growth Mode’ with Four Industry Hires

April 24, 2024 As reported in WealthManagement.com by Ali Hibbs, Concurrent is shifting into “growth mode” as we mark almost a year since our transition

Concurrent Taps Seasoned Financial Services Leaders to Helm Recruitment and Next-Gen Talent Growth

TAMPA, Fla.–(BUSINESS WIRE)–Concurrent Investment Advisors, LLC (“Concurrent”), a leading multi-custodial, hybrid registered investment adviser (“RIA”), invested heavily in its long-term sustainability with the appointment of four

Advisory Services offered through Concurrent Investment Advisors, LLC an SEC Registered Investment Advisor. Brokerage services offered through Purshe Kaplan Sterling Investments (PKS), Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. PKS and Concurrent Investment Advisors, LLC are not affiliated companies.

These materials have been independently produced by Concurrent. Concurrent is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Concurrent provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.

Fidelity Investments and Fidelity Institutional® (together “Fidelity”) is an independent company unaffiliated with Concurrent Investment Advisors LLC (“Concurrent”). Fidelity is a service provider to Concurrent. There is no form of legal partnership, agency affiliation, or similar relationship between Concurrent and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity Institutional® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC 1077692.1.0